Intake
Lead arrives via form, inbound email or manually. Duplicates are detected and suggested for merging.
Leads
Leads assigned before they are forgotten
An inbox for every new enquiry. Rule-based routing assigns to an owner automatically, scoring prioritises, conversion turns a lead into a deal in one click.
Routing rules
Leads go to the right person — without thinking
Round-robin, industry, region, deal size, source — routing rules allow any combination. New leads are assigned instantly, appear in the owner's dashboard and as an in-app notification.
- Rules with AND/OR combinations, evaluated by priority
- Fallback owner when no rule matches
- Round-robin with weighting (senior 2×, junior 1×)
- Holiday calendar integrated — absent owners are skipped
Scoring
Priority as a number, not a gut feeling
Score is calculated from company size, industry, interaction history and custom fields. Hot leads sit on top of the inbox, cold leads at the bottom. Prevents attention from sticking with the loudest lead.
- Score 0–100, configurable via rules and weights
- Hot (≥ 75), Warm (40–74), Cold (< 40) with colour markers
- Score history visible — see how a lead climbed
- Manual override possible, but with an audit log entry
Duplicate detection
Clean data beats any report
Duplicate contacts and deals distort pipeline and reports. lumen.crm warns at creation time: matching email or phone counts as a 100 % hit, similar names from 80 %. Deals get a score from title, contact, value and date — from 60 % an open pair is created for review.
- Warning dialog when creating contacts, warning banner on deals
- Merge with a primary record — empty fields are filled, linked data moves along
- Admin pages for contact and deal duplicates with auto-merge settings
- Checks run exclusively within your own workspace
Lifecycle
From intake to deal
Qualification
Owner checks data, fills in custom fields, sets status (“contacted”, “qualified”, “not a fit”).
Conversion
One click turns the lead into a deal plus contact plus optionally an organisation. History stays linked.
Demo
Leads demo with your qualification process
We configure your routing rules and scoring weights live in the demo and show how a new lead flows from intake to conversion.